See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,928 | $138,347-66.1% | $184,203-74.5% | $80,856-42.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 26.19% | 20.02%+6.2pp | 28.81%-2.6pp | 35.59%-9.4pp |
| Employer contribution / active EE | $1,643 | $4,850-66.1% | $6,427-74.4% | $2,755-40.4% |
| Participant deferral / active EE | $3,164 | $7,071-55.3% | $9,131-65.4% | $4,296-26.4% |
| Admin fee / account holder | $9,076 | $10,483-13.4% | $13,901-34.7% | $6,918+31.2% |